[Disclaimer: this article includes references to actual marketing programs created by my firm. I cite them as examples that illustrate effective use of psychological communication in the financial industry.]

In both sex and marketing we find similarities. For example, do you seek to spend intimate time with people you don't like? Or, what's even better than sex? Answer – a meaningful relationship. In other words, to operate your financial practice at a higher level, you have to cultivate client-relationships that are more meaningful. The puzzle is, how to meet people you want to have that kind of relationship with.

The disclaimer. If you are happy operating a purely transactional (sell 'em and forget 'em) business, stop – read no farther. My recommendations are probably not appropriate for you.

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